Latest Institutional Purchases of Orix Corp (IX)
This list provides information on the latest institutional transactions involving Orix Corp (IX) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
291+ 6.64% |
$29.9K - $36.4K
|
4.68K
$503K
|
|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
269+ 7.35% |
$27.6K - $33.7K
|
3.93K
$423K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
253+ 316.25% |
$26K - $31.7K
|
333
$35.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
250+ 2.4% |
$25.7K - $31.3K
|
10.7K
$1.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
189+ 8.89% |
$19.4K - $23.6K
|
2.32K
$249K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
175New |
$18K - $21.9K
|
175
$18.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
165+ 6.25% |
$16.9K - $20.6K
|
2.8K
$302K
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
146+ 7.01% |
$15K - $18.3K
|
2.23K
$240K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
145+ 6.06% |
$14.9K - $18.1K
|
2.54K
$273K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
134+ 1.66% |
$13.8K - $16.8K
|
8.18K
$881K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
99+ 19.49% |
$10.2K - $12.4K
|
607
$65.3K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
97+ 1.47% |
$9.96K - $12.1K
|
6.7K
$721K
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
92+ 3.35% |
$9.45K - $11.5K
|
2.84K
$306K
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
85New |
$8.73K - $10.6K
|
85
$9.15K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
78New |
$8.01K - $9.76K
|
78
$8.39K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
67+ 37.22% |
$6.88K - $8.38K
|
247
$26.6K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
67+ 0.66% |
$6.88K - $8.38K
|
10.2K
$1.09M
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
55+ 36.91% |
$5.65K - $6.88K
|
204
$22K
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
BUY
|
- |
46New |
$4.72K - $5.75K
|
46
$4.95K
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
41+ 7.12% |
$4.21K - $5.13K
|
617
$66.4K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
40+ 15.44% |
$4.11K - $5K
|
299
$32.2K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
39+ 278.57% |
$4.01K - $4.88K
|
53
$5.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
33+ 235.71% |
$3.39K - $4.13K
|
47
$5.06K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
33+ 0.18% |
$3.39K - $4.13K
|
18.7K
$2.02M
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
22+ 38.6% |
$2.26K - $2.75K
|
79
$8.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
19New |
$1.95K - $2.38K
|
19
$2.04K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
16New |
$1.64K - $2K
|
16
$1.72K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
12+ 9.09% |
$1.23K - $1.5K
|
144
$15.5K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
10New |
$1.03K - $1.25K
|
10
$1.08K
|
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
BUY
|
- |
9New |
$924 - $1.13K
|
9
$969
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
8New |
$822 - $1K
|
8
$861
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
6+ 2.11% |
$616 - $751
|
291
$31.3K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4+ 0.87% |
$411 - $500
|
465
$50K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
2+ 33.33% |
$205 - $250
|
8
$861
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
1New |
$103 - $125
|
1
$108
|
|
| Q2 2024 | |||||||
|
Aug 26, 2024
Q2 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
22K+ 12.53% |
$2.23M - $2.45M
|
198K
$21.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
12.9KNew |
$1.31M - $1.44M
|
12.9K
$1.39M
|
|
|
Aug 12, 2024
Q2 2024
|
Hardy Reed LLC
|
BUY
|
- |
2.69KNew |
$272K - $299K
|
2.69K
$289K
|
|
|
Jul 16, 2024
Q2 2024
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
1.87KNew |
$189K - $208K
|
1.87K
$201K
|
|
|
Aug 14, 2024
Q2 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
610New |
$61.8K - $68K
|
610
$65.6K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
152New |
$15.4K - $16.9K
|
152
$16.4K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
86+ 4.7% |
$8.71K - $9.58K
|
1.92K
$206K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
73+ 347.62% |
$7.39K - $8.14K
|
94
$10.1K
|
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
51New |
$5.16K - $5.68K
|
51
$5.49K
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
50New |
$5.06K - $5.57K
|
50
$5.38K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
42New |
$4.25K - $4.68K
|
42
$4.52K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
23New |
$2.33K - $2.56K
|
23
$2.48K
|
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
19+ 16.24% |
$1.92K - $2.12K
|
136
$14.6K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
19New |
$1.92K - $2.12K
|
19
$2.04K
|
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
18+ 7.44% |
$1.82K - $2.01K
|
260
$28K
|
|